| Location: |
TX NOTE: Territory covers AR, LA, NM, OK and TX. Can have "home office" anywhere in territory.
Southwest (AZ, AR, NM, OK & TX) |
| Salary Range: |
75,000 - 90,000, DOE, plus bonuses |
| Bonus & Incentives: |
1) 20% paid on 1st year sales/revenue. 2) 5% trail paid quarterly on persistent AUM. |
| Position Responsibilities: |
Our client, a well regarded asset management firm with over $17B in AUM, has consistently met a variety of investment and risk management needs for a diverse client base. The firm has more than 6,000 accounts and provides a full range of asset management services for Taft-Hartley plans, corporate retirement plans, endowments, foundations, high-net -worth individuals and families, and public funds spread across all 50 states. The Asset Advisory Wholesaler will sell a full suite of asset management and advisory services through third party professionals, such as regional broker/dealers, CPA/investment adviory professionals, financial planners and RIAs. The incumbent will: 1) Prospect in assigned territory using marketing lists (i.e. Judy Diamond), leads from trade shows, company advertising and networking in business community, 2) Identify third party professionals that will generate prospects for the firm’s Advisory program, 3) Meet with third party professionals to screen for acceptability, 4) Work with third party professionals to introduce firm’s product offerings to their clients, and work with third party sales reps to help close business, 5) Help third party professionals review and respond to RFP's and make presentations with third party reps., 6) Attend industry seminars and make educational presentations about firm’s product offerings and other topics of interest, and 7) Provide ongoing service to third party professionals and their clients. TWO NEW POSITIONS AVAILABLE: 1) Northwest (N.CA, OR, WA), 2) Middle South (TX, LA, AR, OK, NM. |
| Education and Certifications/Licenses: |
Bachelors, None initially required |
| Mandatory Minimum Qualifications: |
1) Sales experience within a wholesale investment services environment. 2) A solid, verifiable track record of over quota performance. 3) Technical knowledge of investment and advisory services industry. 4) Strong presentation and communication skills. |
| Preferred Qualifications: |
None. However, please be prepared to provide specific information relative to last 5 years sales performance, plus information regarding academic success. |
| Additional Comments: |
The corporate culture is that of a meritocracy led by talented achievers. It is a stimulating environment that gives full voice to ones individual and collective creativity. Much is expected yet much can be achieved, including career growth and related recognition. |
| Benefits: |
Full benefit suite - Medical, Dental, Disability, Retirement Savings, etc.
|
| Overnight Travel: |
80% |
| Relocation Assistance: |
Other |
Apply On-line for this Job
(click here): |
You must be registered to apply for jobs on-line. Register now.
If this job is not an exact match you can tell us the details of your dream job and we can notify you when it is available. But you must be registered to do this. Please click here to register now. |
|
